Charles Schwab Investment Advisory’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,201,153
| Closed | -$468M | – | 115 |
|
|
2019
Q4 | $468M | Buy |
1,201,153
+19,464
| +2% | +$7.58M | 0.66% | 32 |
|
|
2019
Q3 | $461M | Buy |
1,181,689
+4,398
| +0.4% | +$1.72M | 0.71% | 30 |
|
|
2019
Q2 | $428M | Buy |
1,177,291
+18,498
| +2% | +$6.72M | 0.68% | 33 |
|
|
2019
Q1 | $348M | Buy |
1,158,793
+322,420
| +39% | +$96.8M | 0.59% | 42 |
|
|
2018
Q4 | $219M | Buy |
836,373
+15,771
| +2% | +$4.13M | 0.41% | 77 |
|
|
2018
Q3 | $284M | Buy |
820,602
+7,938
| +1% | +$2.75M | 0.49% | 62 |
|
|
2018
Q2 | $240M | Buy |
+812,664
| New | +$240M | 0.44% | 69 |
|